New Leaf Distribution has introduced the 360 Lifestyle technology package for its 200 members.

The software includes two client-facing portals which brokers can send to customers to fill in their details and fact finds when convenient.

The system from 360 Dot Net is application programming interface (API) ready to link directly with lenders and can connect with 27Tech’s MortgageApply software.

It will also allow for Open Banking integration to retrieve client data when completing fact finds.

78% completion

360 Dot Net business development director Mark Dryden told Mortgage Solutions that the client fact find portal had been a great success with customers already.

“Of the 20,000 client fact finds we’ve sent out to customers, 78% have been returned completed,” he said.

“And this isn’t based around one demographic. While 25- to 34-year-olds have the best response rate, 55- to 64-year-olds have the second highest response rate.

“Combined with the initial client data portal, this can save advisers up to an hour and a half per customer,” he added.

The system also includes the 360 Accounts package.

Digital client engagement

New Leaf Distribution managing director Mark Hobbs said the tie-in with 360 Dot Net recognised that client engagement was key for advisers to embrace into the future.

“Client engagement is a must-have to bring the client closer to the process and effectively save the adviser time,” he added.

Carlos Thibaut, CEO of 360DotNet, said the features aimed to reduce the unnecessary pain in the advised mortgage process and to reduce the processing time.

“Next year will see Open Banking integration permissively extract bank account information and bring that into the FactFind, ID verification and credit reports to enhance the Know-Your-Customer gathering, and MortgageApply functionality to easily push applications directly to lenders,” he said.

Owain Thomas is Features and Contributing Editor at Mortgage Solutions. He has previously covered the protection and mortgage industry, more recently he edited Workplace Savings and Benefits, and HRD Connect.
Owain won the Financial Healthcare Journalist of the Year (B2B) at the Headline Money Awards in 2014 and 2016. He also won the Protection Review's Journalist of the Year award in 2012.

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